Community Partner Financial Literacy Survey

We value your perspective and invite you to share insights on the financial literacy needs within our community. Your feedback will help us identify gaps, generate new ideas, and co-create impactful financial education programs through strong partnerships.

About Your Organization

Organization Name*

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Your Role/Title*

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Type of Organization* Nonprofit School / Educational Institution Government Agency Faith-Based Organization Other

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Community Needs & Gaps

Which financial literacy topics do you believe are most needed in your community? Budgeting & Saving Credit & Debt Management Banking Basics Investing & Retirement Financial Planning Fraud & Scam Awareness Housing & Rent Student Loans Other

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How frequently do financial concerns arise among the people your organization serves? Very frequently Sometimes Rarely Not sure

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Are there specific populations you serve that face unique financial challenges?

e.g., youth, seniors, immigrants, newcomers, small business owners, low-income households

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What barriers prevent individuals in your community from accessing financial education?

e.g., transportation, childcare, time, internet access, awareness, language barriers

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Current Programs

Does your organization currently offer any financial literacy programs or workshops? Yes No

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If yes, please briefly describe:

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Ideas & Collaboration

Would your organization be interested in partnering on future financial literacy programs or events? Yes No Maybe

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If yes or maybe, what type of collaboration would be most helpful or appealing?

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What ideas or suggestions do you have for new or improved financial literacy initiatives in your community?

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Program Delivery

What format do you think would work best for financial literacy programs in your community? In-person workshops Online webinars Small group sessions One-on-one financial coaching Community events or fairs Short educational videos Printed guides or toolkits

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Would your organization be interested in hosting a free tax clinic or tax document drop-off service for your community? Yes No Maybe

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Would your organization be able to support financial literacy initiatives in any of the following ways? Host workshops or events Promote programs to our community Provide space for sessions Connect participants Volunteer support Not at this time

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Are there language or accessibility needs we should consider when designing financial literacy programs for your community?

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Final Thoughts

Is there anything else you would like to share about financial literacy needs, challenges, or opportunities in your community?

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Contact Information (Optional)

Name

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Organization

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Email Address

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Phone Number (optional)

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